Effective & efficient client onboarding

How do you motivate your client to get you what you need quickly? What processes are proven to work? What tools are available to help you collect and store the info you receive?

Learn how to take the time client onboarding takes down from months to weeks, if not days. In this session Ian draws on the prior experiences of your peers who have onboarded a large number of clients quickly.

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Karbon Magazine

The industry magazine for accountants. In-depth reports, editorials, videos, and resources to keep you at the front of today’s modern accounting industry.

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